Stock Transfer Process Form To accurately and expeditiously complete your stock transaction, please follow these three easy steps: 1. Contact Insight for Living Ministries at 1-800-772-8888 to inform us of your intent. 2. Complete the Stock Transfer Process form below and send, via mail, fax, or e-mail to: Mail:
Insight for Living Ministries Attention: Stock Transfer Manager Post Office Box 1050 Frisco, Texas 75034 Fax: 1-469-535-8486 E-mail:
[email protected]
Assignee’s Contact Information Assignee’s Name: Mailing Address: Home Number: Cell Number: Work Number: E-mail: Securities Information Name of Security: Security Symbol:
Number of Shares Designated:
3. Instruct your broker to electronically transfer your securities out of your account and into Insight for Living Ministries’ wealth management account. The contact information for our wealth management account is: RBC Wealth Management Attention: Greg Hornok 4965 Preston Park Boulevard, Suite 300 Plano, Texas 75093-5177 Account: 315-13311
DTC: 0235
Upon completion of these three easy steps, stock will be transferred to the Insight for Living Ministries account at RBC Wealth Management, your gift will be properly credited, and you will receive an acknowledgement letter for tax purposes.